50 episodes
Ask Harry pod617.com
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- Business
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4.3 • 10 Ratings
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The podcast that answers your questions on estate planning and interviews industry experts who share tips. Harry's law firm Margolis & Bloom works with its clients to find the best estate planning or elder law solution for each client's unique situation and goals.
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How To Create An Ethical Will
Harry speaks with Susan Turnbull, the founder and principal of Personal Legacy Advisors, on the subject of how to create an ethical will.
More on Susan: https://www.personallegacyadvisors.com/
Harry answers more questions at: https://askharry.info/
Get Harry's book, "Get Your Ducks In A Row": https://www.margolisbloom.com/get-your-ducks-in-a-row
Get your own podcast at www.pod617.com/contact -
An Introduction to Ethical Wills
Harry speaks with Susan Turnbull, the founder and principal of Personal Legacy Advisors on the subject of an introduction to ethical wills.
More on Susan: https://www.personallegacyadvisors.com/
Harry answers more questions at: https://askharry.info/
Get Harry's book, "Get Your Ducks In A Row": https://www.margolisbloom.com/get-your-ducks-in-a-row
Get your own podcast at www.pod617.com/contact -
Durable Powers of Attorney and Why You Need to Name Them
Harry talks with his colleague Laura Goodman, an associate at Margolis & Bloom, on the subject of powers of attorney.
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Discussing Probate Avoidance
Harry talks with his colleague Laura Goodman, a Senior Associate at Margolis & Bloom, on the subject of probate avoidance and why it is important.
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The Ins and Outs of Homestead Declarations
Harry talks with attorney Sarah Henry about the various aspects of homestead declarations.
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A Deep Dive into ABLE Accounts
Harry Talks with attorney Mirele Mann about ABLE accounts - what are they? How are they used? What are the pros and cons of using ABLE accounts in special needs planning.